Semiannual Full Day Seminar (E1511749)

ROBERT J. ALTER has extensive experience in handling federal and state tax controversies. Combining his years of experience gained from litigating both for and against the IRS, with a substantive tax law background, Mr. Alter is well known to the IRS and state tax authorities as an experienced, aggressive and smart litigator. Mr. Alter represents individuals and business entities in Federal and State civil and criminal tax controversies, including civil examinations, administrative appeals, Tax Court and U.S. District Court proceedings, sensitive civil and tax issues, IRS and State voluntary disclosures, and criminal tax investigations and prosecutions.

Mr. Alter serves on the New Jersey Supreme Court Committee on the Tax Court, and is also the New Jersey Bar Association’s Section of Taxation’s Practitioner Liaison with the IRS. He previously served as Chair of the Section of Taxation of the New Jersey State Bar Association.

Mr. Alter, who is the annual contributor of the Tax Law Year in Review Supplement to the New Jersey Law Journal, has published numerous articles on federal and state tax law and related legal issues arising in tax controversies in that publication, in the New Jersey Lawyer magazine and in the national tax publication, The Journal of Taxation. Mr. Alter is a frequent lecturer to associations of certified public accountants, public accountants, lawyers and corporate tax managers on federal and state tax related topics.

John Apisa, CPA is a senior tax manager at O'Connor Davies, LLP and has over 20 years experience in public accounting. He provides consulting and tax services to a wide variety of entities, including closely held businesses and individuals.

Mr. Apisa earned a Masters of Science in Taxation from Seton Hall University and is a member of the AICPA and the NJCPA.

Glenn has worked for the Internal Revenue Service for 33 years. He began in Taxpayer Service in 1989 as a Taxpayer Service Specialist answering account and tax law questions on the IRS’s toll-free phone line until becoming a Revenue Agent in 1994. During his 11 years as an Agent, Glenn worked in the Examination Problem Resolution Unit as a caseworker, a cooperating Agent for Criminal Investigations and was a Taxpayer Advocate at the model walk-in office in Edison. Glenn is also a certified instructor for the IRS and has spent four years training the new incoming Revenue Agents from 2001 to 2005.

Additionally, Glenn worked in the former Taxpayer Education & Communication division during its stand-up in 2001 before it was eventually realigned into Communications & Liaison. His current assignments include the Annual Federal State Tax Workshops, North & South Jersey Working Together, AARP, multilingual associations, school districts and the underserved community.

Perry Koplik has over 30 years of extensive experience in the estate planning and employee benefits industry. His diverse background enables him to help his clients pursue their long-term financial goals through comprehensive financial and estate planning. Mr. Koplik is presently the Principal at PF Compass which specializes in employer guidance and benefit solutions.In addition, Mr. Koplik is a frequent lecturer for business and professional organizations regarding Healthcare reform. Mr. Koplik enjoys classical music, and going to the ballet. He also enjoys going to hockey, baseball, and football games.With his wife, Debra, Mr. Koplik resides in Hillsborough, New Jersey.